About this role
Overview: Completes advanced research to support the activities of more Senior Analysts and Portfolio Managers.
Primary Responsibilities:
• Initiate, research, and recommend new investment ideas • Understand trends in financial markets and impact on current and future investments. • Analyze portfolio risks, exposures, and performance drivers. • Participate in development of less experienced personnel. • Work with client-facing colleagues to strengthen client relationships and gain new ones. • Prepare documentation to communicate portfolio performance, investment options, risks, and pending decisions. • Participate in regular meetings and calls to discuss organizational developments, investment strategy, performance and risk. • Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management. • Promote an environment that supports belonging and reflects the M&T Bank brand. • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. • Complete other related duties as assigned.
Scope of Responsibilities:
Education and Experience Required: Bachelor’s degree and a minimum of 3 years’ relevant experience, or in lieu of a degree, a combined minimum of 7 years’ higher education and/or work experience, including a minimum of 3 years’ relevant experience Strong understanding of capital markets Current knowledge of the state of the investment management industry Proficient with common industry tools
Education and Experience Preferred: Advanced degree Minimum of 5 years’ relevant experience CFA (Chartered Financial Analyst) or progressing toward obtaining CFA designation Highly analytical Research-driven skill set Motivated self-starter comfortable working with senior management
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $106,700.00 - $177,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location: Radnor, Pennsylvania, United States of America